WIM
COIN icon

Westside Investment Management’s Coinbase COIN Stock Holding History

Westside Investment Management’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85.2K Sell
583
-1
-0.2% -$181 0.01% 465
2026
Q1 		$101K Hold
584
– – 0.02% 411
2025
Q4 		$135K Buy
584
+1
+0.2% +$298 0.02% 340
2025
Q3 		$199K Buy
583
+126
+28% +$42.7K 0.03% 289
2025
Q2 		$158K Buy
457
+151
+49% +$35.3K 0.03% 283
2025
Q1 		$52.7K Hold
306
– – 0.01% 395
2024
Q4 		$76K Hold
306
– – 0.02% 345
2024
Q3 		$54.5K Hold
306
– – 0.01% 387
2024
Q2 		$68K Hold
306
– – 0.02% 345
2024
Q1 		$81.1K Sell
306
-175
-36% -$31.5K 0.02% 322
2023
Q4 		$83.7K Sell
481
-650
-57% -$71K 0.02% 299
2023
Q3 		$84.9K Buy
1,131
+450
+66% +$37.9K 0.02% 291
2023
Q2 		$48.7K Sell
681
-440
-39% -$26.2K 0.01% 356
2023
Q1 		$61.3K Sell
1,121
-10
-0.9% -$599 0.02% 329
2022
Q4 		$15.9K Sell
1,131
-1,650
-59% -$86.9K 0.04% 178
2022
Q3 		$38.8K Buy
2,781
+20
+0.7% +$1.4K 0.09% 141
2022
Q2 		$49.3K Buy
2,761
+2,441
+763% +$232K 0.11% 125
2022
Q1 		$60.3K Buy
320
+9
+3% +$1.76K 0.13% 120
2021
Q4 		$46.3K Sell
311
-130
-29% -$37.8K 0.11% 128
2021
Q3 		$71.3K Buy
441
+116
+36% +$28.6K 0.16% 103
2021
Q2 		$50.7K Buy
+325
New +$84.4K 0.12% 118

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Westside Investment Management's COIN Position: Q2 2026 in Review

Westside Investment Management reduced its Coinbase (COIN) stake by 0.17% in Q2 2026, selling an estimated $181 and leaving 583 shares worth $85.2K. The position accounts for 0.01% of the portfolio, ranked #465.

Westside Investment Management first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $199K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Westside Investment Management held 583 shares of Coinbase worth $85.2K as of Q2 2026.
  • Westside Investment Management sold 1 Coinbase share in Q2 2026, an estimated $181.
  • Coinbase made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #465 holding.
  • Westside Investment Management first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • Westside Investment Management's Coinbase position peaked at $199K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.